Darrell Campbell
On September 6, 2023, Schneider National, Inc. (the "Company") announced that Darrell Campbell has been appointed to serve as the Company's Executive Vice President and Chief Financial Officer (“CFO”), effective September 30, 2023.
Highest-materiality recent filing
Schneider National Q1 EPS $0.12 down 20% YoY; maintains FY26 guidance $0.70-$1.00
Diluted EPS $0.12 vs $0.15 YoY; adjusted EPS $0.12 vs $0.16.
Schneider National Q4 2025 EPS $0.13, revenue $1.4B; guides FY2026 EPS $0.70-$1.00
Diluted EPS $0.13 (vs $0.18 Q4 2024); adjusted diluted EPS $0.13 (vs $0.20). Operating income $36.5M, down 14% YoY.
Schneider National names Jim Filter CEO effective July 1, 2026; Rourke becomes Executive Chair
Mark Rourke transitions from President/CEO to Executive Chair; James Welch becomes Lead Independent Director.
Quarterly dividend raised 5% to $0.10 per share; payable April 8, 2026 to holders of record March 13, 2026.
Schneider National Q3 EPS $0.11 vs $0.17; cuts FY25 EPS guidance to ~$0.70 from $0.75-$0.95
Net income $19.4M vs $30.6M; adjusted EPS $0.12 vs $0.18.
Schneider Q2 revenue up 8% to $1.42B, EPS flat at $0.20; narrows FY25 guidance to $0.75-$0.95
Revenue $1.42B (+8% YoY); diluted EPS $0.20 (flat); adjusted EPS $0.21 (flat).
Schneider Q1 adj EPS $0.16 beats $0.11 YoY; cuts FY25 adj EPS guidance to $0.75-$1.00
Operating revenues $1.4B (+6% YoY); income from operations $42.1M (+47%).
Schneider National Q4 EPS $0.18 ($0.20 adjusted); guides FY2025 $0.90-$1.20
Q4 operating revenues $1.34B (-2% YoY); income from operations $42.4M (+35%).
Schneider National completes $390M acquisition of Cowan Systems, dedicated contract carrier
Closed acquisition of Cowan Systems for ~$390M cash on Dec 2, 2024; financed via cash and new $400M delayed draw term loan.
Schneider National acquires Cowan Systems for ~$421M; secures $400M term loan
$390M cash for Cowan Systems equity + $31M for real estate (total ~$421M); expected close Q4 2024.
Schneider National Q3 EPS $0.17; cuts FY guidance to $0.66-$0.72 from $0.80-$0.90
Operating revenues $1.32B, down 3% YoY; diluted EPS $0.17 vs $0.20; adjusted EPS $0.18 vs $0.20.
Schneider National Q2 earnings fall 53%; cuts FY2024 adjusted EPS guidance to $0.80-$0.90
Diluted EPS $0.20 vs $0.43 a year ago; adjusted diluted EPS $0.21 vs $0.45.
Schneider National Q1 operating income down 75%; cuts FY adj EPS guidance to $0.85-$1.00
Operating revenues $1.32B (-8% YoY); income from operations $28.7M vs $114.6M in Q1 2023.
Schneider National Q4 adjusted EPS $0.16 vs $0.64 prior year; FY2024 guide $1.15-$1.30
Q4 2023 operating revenues $1.37B, down 12% YoY; income from operations $31.3M, down 78%.
Schneider Q3 EPS falls 71% to $0.20; cuts FY adjusted EPS outlook to $1.40-$1.45
Operating revenues $1.35B, down 19% YoY; income from operations $46.7M, down 68%.
Schneider Q2 EPS $0.43, revenue down 23%; cuts FY adjusted EPS guidance to $1.75-$1.90
Q2 diluted EPS $0.43 (adjusted $0.45) vs $0.73 ($0.72) YoY; revenue $1.35B, down 23%.
Schneider National CFO Stephen Bruffett to retire; successor search launched
Stephen Bruffett, EVP & CFO, notified retirement after 5 years as CFO.
Schneider National Q1 revenue down 12%; lowers FY adjusted EPS guidance to $2.00-$2.20
Operating revenues $1.43B, down 12% YoY; income from operations $114.6M, down 15%.
Schneider National Q4 adjusted EPS $0.64, down 16% YoY; guides 2023 EPS $2.15-$2.35
Q4 2022 adjusted diluted EPS $0.64 vs $0.76 in Q4 2021, down 16%.
Schneider National raises dividend to $0.09/share, approves $150M share repurchase program
Quarterly cash dividend of $0.09 per share, payable April 10, 2023, to shareholders of record March 10, 2023.
Schneider Q3 EPS $0.70, revenue up 16%; FY guidance narrowed to $2.60-$2.65
Q3 diluted EPS $0.70 (adjusted $0.70); revenue $1.68B up 16% YoY; income from operations $145.4M down 5%.
Operating revenues $1.747B, +28% YoY; diluted EPS $0.73, adjusted $0.72.
Schneider National Q1 EPS $0.52 ($0.57 adj.); raises FY adjusted EPS guidance to $2.55-$2.70
Operating revenues $1.62B, up 32% YoY; net income $92.1M, up 68%.
Schneider National Q4 revenues $1.57B (+24%), EPS $0.75; FY22 adj. EPS guidance $2.35-$2.55
Q4 operating revenues $1.575B vs $1.265B a year ago (+24%); diluted EPS $0.75 vs $0.43.
On September 6, 2023, Schneider National, Inc. (the "Company") announced that Darrell Campbell has been appointed to serve as the Company's Executive Vice President and Chief Financial Officer (“CFO”), effective September 30, 2023.
The Company previously announced on May 23, 2023, that Stephen L. Bruffett, the Company's current Executive Vice President and Chief Financial Officer, would be retiring after a transition period.
On July 17, 2023, the Board of Directors (the “Board”) of Schneider National, Inc. (the “Company”) increased the number of directors on the Board to ten and appointed Julie K. Streich as a director, effective immediately.
On May 18, 2023, Stephen Bruffett, Executive Vice President and Chief Financial Officer of Schneider National, Inc. (the “Company”) notified the Company of his intention to retire after 5 years as Chief Financial Officer of the Company.
retire from the Board immediately following the expiration of his current term at the Company’s 2023 Annual Meeting of Shareholders
the Board elected James L. Welch, a current Board member, to succeed Mr. Godfrey as Chairman of the Board effective immediately
step down as Chairman of the Board effective immediately
On January 18, 2022, Schneider National, Inc. (the “Company”) announced that David L. Geyer, the Company’s Executive Vice President and Group President of Transportation & Logistics, will be retiring on April 15, 2022.
Max materiality 0.85 · Median 0.50 · Most common event earnings